AADR vs CAPE

Both AADR and CAPE are ETFs. AADR has a lower 5-year return than CAPE (9.29% vs 15.74%). AADR has a higher expense ratio than CAPE (1.1% vs 0.45%). Below is the comparison between AADR and CAPE.

	AADR	CAPE
Segment	Equity: Global Ex-U.S. - Total Market Growth	Equity: U.S. - Large Cap
Issuer	AdvisorShares	Barclays Capital
Net Assets	$69.25M	$164.18M
Expense Ratio	1.10%	0.45%
Management Style	passive (index-based)	passive (index-based)
Dividend Yield	0.68%	0.00%
Underlying Index	--	The Shiller Barclays CAPE US Core Sector Index
YTD Return	4.40%	5.94%
1-Year Return	14.90%	13.59%
3-Year Return	1.23%	12.71%
5-Year Return	9.29%	15.74%
10-Year Return	8.13%	N/A

AADR description

The Fund seeks long-term capital appreciation above international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. The Fund selects a portfolio of U.S. traded securities of non-U.S. organizations, most often American Depositary Receipts (ADRs), included in the BNY Mellon Classic ADR Index.

AADR performance & returns

YTD Return	4.40%
1-Month Return	-3.44%
3-Month Return	10.28%
1-Year Return	14.90%
3-Year Return	1.23%
5-Year Return	9.29%
10-Year Return	8.13%

AADR expense ratio is 1.1%.

AADR holdings

Top 10 Holdings (46.22% of Total Assets)

Name	Symbol	% Assets
MercadoLibre Inc	MELI.SA	5.89%
argenx SE ADR	ARGX	5.63%
NICE Ltd ADR	NICE	5.45%
Gold Fields Ltd ADR	GFI.JO	5.07%
Galapagos NV ADR	GLPG	4.76%
Anglogold Ashanti Ltd ADR	AU.JO	4.67%
ZTO Express (Cayman) Inc ADR	ZTO	4.27%
TAL Education Group ADR	TAL	3.75%
ASML Holding NV ADR	ASML	3.67%
AstraZeneca PLC ADR	AZN.L	3.06%

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CAPE description

The Fund seeks to be linked to the performance of the Shiller Barclays CAPE US Core Sector Index. The Index seeks to provide notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum.

CAPE performance & returns

YTD Return	5.94%
1-Month Return	1.31%
3-Month Return	9.85%
1-Year Return	13.59%
3-Year Return	12.71%
5-Year Return	15.74%
10-Year Return	N/A

CAPE expense ratio is 0.45%.

CAPE holdings

Top 10 Holdings (0.00% of Total Assets)

Name	Symbol	% Assets

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